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COD Technical Reference Review

COD Technical Reference Review. Presented By: Harriet S. Downer Modernization Partner Holly A. Hyland Modernization Partner James McMahon U. S. Department of Education, SFA. Agenda. Overview COD Technical Reference Common Record Layout Processing Edits Questions. Overview. Context

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COD Technical Reference Review

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  1. COD Technical Reference Review Presented By: Harriet S. Downer Modernization Partner Holly A. Hyland Modernization Partner James McMahon U. S. Department of Education, SFA

  2. Agenda • Overview • COD Technical Reference • Common Record Layout • Processing Edits • Questions

  3. Overview • Context • COD System • Common Record • Transport Mechanism • Security and Authentication

  4. Overview • Available Tools for Full Participants • COD Technical Reference • Frequently Asked Questions “Document” • XML and The Common Record • COD “Handout” • Schema and Data Crosswalks • Implementation Guide growing out of FAQs and White Papers

  5. Overview • Tools for Full Participants (con’t.) • Other documents as needed / derived • Edit Crosswalk Table • Cross Year Changes Table • Training • COD Process Training • Tools Available to Phase-In Participants • All of the above, but……

  6. COD Technical Reference • Versions and Schedule • “NASFAA Draft” • “Software Developers Conference Draft” • Final Version: September, 2001 • Structure of Volume • Table of Contents • Two Sections to be Discussed Today

  7. Common Record Layout Holly A. Hyland Modernization Partner

  8. Vision • We all do the same thing • Currently, we have 14 separate record layouts to originate and disburse Pell and Direct Loans. • Can’t we streamline that process?

  9. <LastName>Jones</LastName> <FirstName>Sally</FirstName> <FFELSub> <AwardAmt>2625</AwardAmt> <CostofAttend>15000</CostofAttend> </FFELSub> <LastName>Jones</LastName> <FirstName>Sally</FirstName> <Pell> <AwardAmt>3200</AwardAmt> <CostofAttend>8000</CostofAttend> </Pell> Lender/Guarantor COD School

  10. What did we do? • Created a crosswalk that compared similarities with FFEL, Alternative loan, Pell, DL,CB, and some State Grant agencies. • Found similar elements (person, disb info)

  11. What did we do? • Merged Pell and DL into 1 document • RFMS: • Header /Trailer • Origination Record • Origination Acknowledgement • Disbursement Record • Disbursement Acknowledgement • DL: • Header/Trailer • Full Loan Origination • Disbursement • Full Loan Origination Acknowledgement • Loan Origination Change • MPN/Plus Promissory Note Acknowledgement • PLUS Credit Decision Acknowledgement

  12. What did we do? • FFEL/Alt loan – ensured FFEL/Alternative loan data structure could be added to the same schema • Added CB elements to allow for schools to pre-populate page 6 of the FISAP • Mindful to create a structure that allows for inclusion of others (i.e., State Grant Agencies)

  13. What did we do? • Worked with the following standard bodies: • PESC • CommonLine • Adopted the following standards: • IFX as a base • W3C Schema layout • Draft, PESC Technical Specifications for Higher Education XML Schema Development

  14. Here’s what we created

  15. Document Structure • Document Structure allows you to send data for: • Multiple Schools • Multiple Years • Multiple Awards In ONE Transmission

  16. <Pell> <CostofAttend>8500</CostofAttend> </Pell> <FFEL> <CostofAttend>10500</CostofAttend> </FFEL>

  17. Reusable Blocks <Student> Person </Student> <Borrower> Person </Borrower> <Cosigner1> Person </Cosigner1>

  18. Processing Edits James McMahon US Department of Education, SFA

  19. Questions?

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